See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,919 | $57,354-28.7% | $83,848-51.2% | $64,186-36.2% |
| Participation rate | 65.0% | 68.6%-3.6pp | 76.1%-11.1pp | 69.6%-4.6pp |
| Annual return | -7.33% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,611 | $2,545-36.7% | $3,631-55.6% | $2,381-32.4% |
| Participant deferral / active EE | $5,805 | $2,993+94.0% | $4,082+42.2% | $3,470+67.3% |
| Admin fee / account holder | $911 | $4,046-77.5% | $5,478-83.4% | $4,888-81.4% |